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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
851
Liberty Wealth Management
California
$24.7M -$2.54M -4,425 -10%
GBT
852
Grove Bank & Trust
Florida
$24.7M +$588K +1,024 +3%
WDG
853
Wealth Dimensions Group
Ohio
$24.6M +$181K +316 +0.8%
CSP
854
Cary Street Partners
Virginia
$24.5M +$3.02M +5,254 +15%
FLP
855
Financial Life Planners
Arizona
$24.5M +$1.7M +2,965 +8%
AWMG
856
Alliance Wealth Management Group
New Jersey
$24.5M +$794K +1,383 +4%
LP
857
LGL Partners
Pennsylvania
$24.4M -$2.52M -4,387 -10%
HI
858
Human Investing
Oregon
$24.4M +$943K +1,642 +4%
MWM
859
Mission Wealth Management
California
$24.4M +$5.34M +9,304 +31%
SVWG
860
Shared Vision Wealth Group
United States
$24.4M -$1.51M -2,630 -6%
GF
861
Gimbal Financial
Indiana
$24.3M +$5.21M +9,073 +30%
RCG
862
Rock Creek Group
District of Columbia
$24.1M +$22.3M +38,818 New
ML
863
McAdam LLC
Pennsylvania
$24M +$404K +703 +2%
EFM
864
Eley Financial Management
Vermont
$24M +$1.51M +2,625 +7%
KFSC
865
Keystone Financial Services (Colorado)
Colorado
$23.8M -$19.9M -34,607 -47%
RBWA
866
RFG - Bristol Wealth Advisors
Massachusetts
$23.8M -$3.54M -6,160 -14%
CFC
867
Client First Capital
California
$23.8M -$5.33M -9,283 -20%
PWP
868
PrairieView Wealth Partners
Illinois
$23.7M +$478K +833 +2%
KFS
869
Kelly Financial Services
Massachusetts
$23.7M -$16.8M -29,182 -43%
FG
870
Fairman Group
Pennsylvania
$23.7M +$5.91M +10,295 +37%
VFPW
871
Vantage Financial Partners (Wisconsin)
Wisconsin
$23.6M -$10.2M -17,825 -32%
DPI
872
Diversified Portfolios Inc
Michigan
$23.5M +$82.7K +144 +0.4%
VWA
873
VERITY Wealth Advisors
United States
$23.5M -$19.5K -34 -0.1%
PFG
874
PAX Financial Group
Texas
$23.4M -$21.6M -37,583 -50%
EFS
875
Essex Financial Services
Connecticut
$23.4M -$1.08M -1,885 -5%
33 34
35
36 37